Wealth Strategy Associate

UBS

  • Washington DC
  • $65,000-85,000 per year
  • Permanent
  • Full-time
  • 22 days ago
Business DivisionsGlobal Wealth ManagementYour roleDoes financial modeling and analysis excite you? Are you skilled and experienced with Microsoft Excel?The ESOP Analyst is a key member of The Capital ESOP Group. The success of the team's ESOP business hinges on this individual's ability to generate high-quality materials and analyses in an organized and timely manner.The ESOP Analyst will work diligently to ensure that all ESOP-related processes and projects are completed to best suit the needs of our clients and prospects. They will also work alongside and communicate frequently with both internal and external partners, including investment banks, CPAs, and other financial advisors. We are looking for a detail-oriented, highly efficient individual with strong verbal and written communication skills to fill this role. The ideal candidate would enjoy working closely with numbers and financial models on a daily basis. An individual in this role will benefit from being a quick learner and having a passion for supporting their team and helping business owners achieve their goals while exiting their business.We're looking for an ESOP Analyst to:
  • Run and analyze various financial models in Microsoft Excel comparing cash flows of different sale options, evaluating margin costs, and assessing other scenarios based on individual client needs
  • Explain the intricacies and outcomes of different Excel financial models to teammates in preparation for client/prospect meetings
  • Analyze and interpret client account data and holdings
  • Gather information relating to time-sensitive inquires regarding clients' loans, margin costs, portfolio holdings, philanthropic wishes, and more
  • Assist financial advisors in preparing data and materials for meetings with current and prospective clients
  • Ensure that all tasks are compliant using UBS processes, where necessary
  • Record client contact and activity information in CRM
  • Share ideas and updates in daily team meetings
Detailed salary information:
  • Washington: the salary range for this role is $65000 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit .Function CategoryFinanceJoin usAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can alwaysYour teamYour expertise
  • A Bachelor's degree in a business-related field
  • 1-2+ years of experience in data modeling and/or analysis, ideally within the financial sector
  • Strong Microsoft Office skills required (intermediate to advanced Excel user preferred)
  • Cooperative and flexible team player
  • Extremely detail-oriented and organized
  • Ability to interact professionally with high net worth clients
  • Strong written and verbal communication skills
  • Strong time management skills
  • Flexibility in day-to-day workflow
About usUBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.We have a presence in all major financial centers in more than 50 countries.How we hireWe may request you to complete one or more assessments during the application process.Salary informationUS Only: The expected salary range for this role is $65000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

UBS